Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CZWI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 633K | $14.8M | +24.6% | 6.560% | 0.00% |
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 481K | $11.2M | -0.7% | 4.986% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 413K | $9.7M | -10.4% | 4.286% | 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 376K | $8.8M | +8.5% | 3.901% | 0.00% |
| 5 | Boston Partners | 282K | $6.6M | +20.0% | 2.920% | 0.01% |
| 6 | GENDELL JEFFREY L | 248K | $5.8M | 0.0% | 2.575% | 0.05% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 231K | $5.4M | +13.0% | 2.392% | 0.00% |
| 8 | BANC FUNDS CO LLC | 195K | $4.6M | -5.3% | 2.022% | 0.75% |
| 9 | TWO SIGMA INVESTMENTS, LP | 159K | $3.7M | +113.8% | 1.649% | 0.00% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 158K | $3.7M | -1.4% | 1.639% | 0.06% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 148K | $3.5M | 0.0% | 1.530% | 0.00% |
| 12 | Rhino Investment Partners, Inc | 144K | $3.4M | -11.3% | 1.494% | 1.02% |
| 13 | STATE STREET CORP | 134K | $3.1M | +7.9% | 1.393% | 0.00% |
| 14 | MACKENZIE FINANCIAL CORP | 112K | $2.6M | — | 1.162% | 0.00% |
| 15 | Daytona Street Capital LLC | 110K | $2.5M | -27.3% | 1.140% | 1.83% |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 107K | $2.5M | +100.8% | 1.112% | 0.00% |
| 17 | RFG - Bristol Wealth Advisors, LLC | 104K | $2.4M | +0.6% | 1.081% | 0.59% |
| 18 | ALLIANCEBERNSTEIN L.P. | 111K | $2.2M | -24.9% | 1.148% | 0.00% |
| 19 | Pinnacle Holdings, LLC | 91K | $2.1M | -0.1% | 0.946% | 0.66% |
| 20 | NORTHERN TRUST CORP | 74K | $1.7M | -11.8% | 0.769% | 0.00% |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 72K | $1.7M | +29.2% | 0.745% | 0.01% |
| 22 | Empowered Funds, LLC | 71K | $1.7M | +3.9% | 0.739% | 0.01% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 64K | $1.5M | +6.3% | 0.665% | 0.00% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | 62K | $1.5M | +15.6% | 0.645% | 0.00% |
| 25 | HSBC HOLDINGS PLC | 54K | $1.2M | -9.7% | 0.555% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CZWI — a direct measure of their conviction.
Filings activity in CZWI during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 93 | +8.1% | 59.00% | 1.75 pp | $126M | +14% |
| Q1 2026 | 86 | +8.9% | 60.75% | 0.99 pp | $111M | +7.2% |
| Q4 2025 | 79 | +9.7% | 61.74% | +7.24 pp | $103M | +23% |
| Q3 2025 | 72 | +13% | 54.50% | 4.86 pp | $84M | +5.3% |
| Q2 2025 | 64 | +25% | 59.36% | +4.10 pp | $80M | +2.6% |
| Q1 2025 | 51 | +0.0% | 55.26% | 0.10 pp | $78M | 12% |
| Q4 2024 | 51 | +28% | 55.36% | +2.44 pp | $89M | +19% |
| Q3 2024 | 40 | — | 52.92% | — | $75M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 8, 2026 | SKARVAN KATHLEEN | Buy | 450 | $21.13 | $10K |
| May 5, 2026 | Olson Timothy L | Buy | 1K | $20.95 | $21K |
| May 4, 2026 | FELBER FRANCIS E | Buy | 1K | $20.60 | $21K |
| Apr 30, 2026 | Conner Michael R | Buy | 1K | $20.95 | $23K |
Quick answers to the most common questions about buying CZWI stock.
Based on Q2 2026 13F filings, institutional ownership of Citizens Community Bancorp, Inc. stands at 59.0%, held across 93 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CZWI, with approximately 632,627 shares worth $0.01B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of CZWI, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for CZWI is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in CZWI during Q2 2026, while 7 fully exited. 68 added to existing positions and 10 trimmed.
CZWI institutional ownership fell by 1.75 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 58.9% of all reported 13F value in CZWI, and the top 25 account for 85.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Citizens Community Bancorp, Inc. (CZWI) Institutional Ownership